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Portfolio (Quarterly) Guide ↗

SYKON CAPITAL LLC

· CIK 0001988408
13F Portfolio $312M AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 118 New
Page 2 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VMBS VANGUARD SCOTTSDALE FDS 76,573.0 $3.6M 1.16% NEW $47.08 -0.2%
22 IEF ISHARES TR 37,343.0 $3.6M 1.15% NEW $96.16 -1.2%
23 CMBS ISHARES TR 72,936.0 $3.6M 1.15% NEW $49.08 -0.7%
24 VCIT VANGUARD SCOTTSDALE FDS 42,711.0 $3.6M 1.15% NEW $83.75 -1.0%
25 LQD ISHARES TR 32,460.0 $3.6M 1.15% NEW $110.19 -0.6%
26 VCLT VANGUARD SCOTTSDALE FDS 44,436.0 $3.4M 1.08% NEW $75.85 -0.2%
27 AMZN AMAZON COM INC Consumer Cyclical 14,433.0 $3.3M 1.07% NEW $230.82 +0.8%
28 RSP INVESCO EXCHANGE TRADED FD T 16,641.0 $3.2M 1.02% NEW $191.56 +10.9%
29 SCHA SCHWAB STRATEGIC TR 108,112.0 $3.1M 0.99% NEW $28.48 +24.6%
30 META META PLATFORMS INC Communication Services 4,531.0 $3.0M 0.96% NEW $660.09 -16.6%
31 DDFD INNOVATOR ETFS TRUST 154,790.0 $3.0M 0.95% NEW $19.15 +3.7%
32 PCEF INVESCO EXCH TRADED FD TR II 127,602.0 $2.5M 0.81% NEW $19.88 +0.5%
33 IEI ISHARES TR 21,160.0 $2.5M 0.81% NEW $119.35 -1.3%
34 WIP SPDR SERIES TRUST 64,061.0 $2.5M 0.81% NEW $39.39 -0.3%
35 CWB SPDR SERIES TRUST 28,195.0 $2.5M 0.81% NEW $89.20 +18.3%
36 SPDR SERIES TRUST 78,190.0 $2.5M 0.81% NEW $32.11
37 IHY VANECK ETF TRUST 113,501.0 $2.5M 0.80% NEW $22.00 -1.6%
38 SJNK SPDR SERIES TRUST 98,601.0 $2.5M 0.80% NEW $25.32 -1.2%
39 HYG ISHARES TR 30,949.0 $2.5M 0.80% NEW $80.63 -1.0%
40 VCSH VANGUARD SCOTTSDALE FDS 31,191.0 $2.5M 0.80% NEW $79.73 -0.8%
Page 2 of 6  ·  118 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 51.4%
Technology 27.5%
Communication Services 8.7%
Consumer Cyclical 6.6%
Healthcare 3.5%
Industrials 0.8%
Energy 0.6%
Utilities 0.5%
Consumer Defensive 0.3%